Creating a Soft Coding Record for an FTP Server Connection (Orchestrator Studio 6.1.0)
Create a soft coding record for a connection to a server that supports FTP or SFTP. This enables a business administrator to create connector service requests for transferring files to an FTP server.
On the Tools page in the Orchestrator Studio, click the Connections icon.
On the Connections page, click New Connection.
On Connection Information, complete these fields:
Name. Enter a unique name for the connection.
Description. Enter a description to identify the connection. For example, if you are creating more than one soft coding record to connect to different locations, you should include the location in the description.
Type. Select FTP File Transfer.
User/Role. Enter the user authorized to run the originating orchestration–the orchestration on the local system that will use the FTP connection. The user can be an EnterpriseOne user, role, or *PUBLIC.
Environment. Enter the environment where the local orchestrations reside.
In the FTP Connection Details area, complete the following fields:
FTP Host. Enter the URL of the FTP server.
FTP Port. Enter the port number of the FTP host server.
Connection Type. (Orchestrator Studio 7.2.0.0) Choose the connection type. Valid values are Anonymous, Username/Password, and SSH Key.
User. Enter the user authorized to access the directory on the FTP server.
Password. Enter the password of the user authorized to access the directory on the FTP server.
Use Secure FTP (SFTP). Enable this toggle if the server uses secure FTP.
FTP File Path. Enter the path to the directory on the FTP server where you want the file transferred.
Passphrase. (Orchestrator Studio 7.2.0.0) If you chose SSH Key as the connection type, this field appears. If the associated .ppk file requires a passphrase, enter it here.
SSH File. (Orchestrator Studio 7.2.0.0) If you chose SSH Key as the connection type, this field appears. You can drop a .ppk file in OpenSSH format into the box to upload it.
Click Save.